Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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Showing 8 of 17 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 292,458 shares of FTSM (FIRST TR EXCHANGE-TRADED FD), worth $17.5M as of 2026-Q2. The position was decreased (-9.7% shares). FTSM represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$17.5M

Current Shares

292,458

Total Value Change

+$5.1M

Total Shares Change

+85,402

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
292,458
-9.7%
$17.5M0.0%$59.52
0
2026-Q1
Decreased
323,915
-20.9%
$19.4M0.0%$58.97
0
2025-Q4
Decreased
409,706
-1.4%
$24.6M0.0%$58.53
0
2025-Q3
Decreased
415,407
-3.5%
$24.9M0.0%$57.92
0
2025-Q2
Decreased
430,606
-1.3%
$25.8M0.0%$57.25
0
2025-Q1
Increased
436,040
+12.1%
$26.1M0.0%$56.60
32
2024-Q4
Increased
389,071
+87.9%
$23.3M0.0%$55.92
45
2024-Q3
Increased
207,056
+2.1%
$12.4M0.0%$55.36
28

Other major holders of FTSM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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